Dinero

GetMyInvoices allows you to automatically transfer your invoices to Dinero. This helps optimize your accounting processes and lets you manage invoices directly in Dinero without any manual effort. This guide will walk you through step by step how to set up synchronization with Dinero.

Step 1

Click on Profile in the top right corner and select Synchronization from the dropdown menu.
Click the plus icon (+) in the top right corner to add a new synchronization.
Select the “Export” option to automatically transfer invoices.

Click on Profile in the top right corner and select Synchronization from the dropdown menu. Click the plus icon (+) in the top right corner

Step 2

Use the search function and type in Dinero.
Select the Dinero tile.
Click Next.

Use the search function and type in Dinero. Select the Dinero tile. Click Next.

Step 3

After being automatically redirected, click Connect to Dinero.
Follow the instructions in Dinero.

Step 3: After being automatically redirected, click Connect to Dinero. Follow the instructions in Dinero.

Step 4

Select the Dinero Organization ID.
Click Next .

Step 4: Select the Dinero Organization ID. Click Next .

Step 5

Select settings for exporting the documents.
Use Advanced Settings to specify additional criteria for the export.
Click Next . In this example, we’ll have the invoices archived in Dinero after a successful export.

Use Advanced Settings to specify additional criteria for the export. Click Next . In this example, we’ll have the invoices archived in

Step 6

Optional: Limit the export period based on the invoice or import date.
Click Save to start the export.

Step 6: Optional: Limit the export period based on the invoice or import date. Click Save to start the export. - Dinero

GetMyInvoices will now automatically transfer all relevant invoices to Dinero based on your settings. Only the PDF file will be transferred to the Dinero interface.

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